Fredwin Software (Demo) Ideas Portal
As part of our ongoing efforts to enhance internal efficiency & better serve our practitioners, we propose building an automated process for retrieving practitioner hours & income data so that a Verification of Billing / Income letter could be generated upon practitioner request.
HISTORICALLY: We have relied on the Billing Team to provide the Onboarding Team with practitioner monthly income summary spreadsheets in order for us to manually create individual Verification of Contract Work letter requests. These letters serve as essential documentation for a variety of important purposes, such as license applications, job applications, daycare, mortgage, school repayment loans, & rent applications. The data included typically covers the practitioner's contractor relationship with TinyEYE, their total billed hours &, when necessary, income details for the relevant time period.
CURRENT REALITY: Due to staffing shortages in the Finance team, starting in the 2025 calendar year, the Billing Team shifted away from the current practice of providing income summary spreadsheets to the Onboarding Team. An email must now be sent to the Billing Team to request the required billing &/or income summary data to complete individual Verification of Contract Work letters.
NEXT LEVEL: Rather than simply replace what function we have lost, we would like to take this to the next level & allow our practitioners to generate the document they require themselves! We believe a more efficient, on-demand, solution is the direction we should be moving:
- The Verification of Billing / Income letter would be auto-generated on TinyEYE letterhead, for a polished & professional presentation.
- The requestors would have the flexibility to select the specific 1) time frame, 2) hours billed &/or income earned, 3) other earnings (if income is chosen).
- The summaries will maintain the same format as the annual income summary, ensuring consistency.
- The final document generated may then include some or all of the following:
Practitioner Name
Currency
Month of Pay Day
Monthly Hours
Monthly Hourly Pay
License Reimbursement
Postage Reimbursement
Training Reimbursement
Other Pay
Total Payment
Note: This is different from Audra's ticket regarding Auto-email Px Yearly Income Summary.
Sent an email request to P.A., for an update & timeline, on whether we can have an automation released for Feb 2026 to generate 2025 income summary's for any practitioner who had registered earnings in the 2025 calendar year.
2024 Calendar Year: 38 verification requests
2025 Calendar Year: so far (today is 6aug2025) we have received 23 requests.
Delays have a negative impact...
Practitioners are affected as they require the verification for student loan forgiveness or re-negotiation, mortgage approvals, rent application approvals, daycare services (which directly impact Px availability for their PL's), etc.
Urgent licensing processes are put on hold, as these sometimes are required for CA licensing process. We have one Px on HOLD now waiting for an request highlighting urgency.
TinyEYE teams:
It's a manual process for Billing to provide the data requested.
The process needs to be done fully with each request which pulls Billing away from other work OR delays stand in the way of OB productivity and Px trust in TinyEYE. Having the spreadsheet again would be a one-time monthly action by Billing, and OB would be independent in gathering the information to each request from there.
Giving the Px the ability to pull their own income history by selecting parameters (in their Monarch office) they require would greatly reduce the requests to OB which would likely be from Px who are no longer with TinyEYE and/or Px who have unique requests that don't fit the filters that may exist.